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George and Wendy David Fund at a glance

· Private foundation

George and Wendy David Fund

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$1.6M
Granted FY2024still arriving
8
Grants FY2024still arriving
3
States reached
$1.0M
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
05Through PlinthRead
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2019 to 2024.

Science & Tech$4.0MEducation$2.7MHealth$1.6MArts & Culture$445kHuman Services$213kRecreation & Sports$95kAnimals$50kHousing & Shelter$35kOther$0
02FY2024 · 8 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • $10k–50k4 grants · $78k
  • $50k–250k3 grants · $485k
  • $250k+1 grant · $1.0M
$85,000
Median grant
3
States reached
$2.1M
Total assets
Largest grants
RecipientAmount
WOODS HOLE OCEANOGRAPHIC INSTITUTION$1,000,000
NEW YORK UNIVERSITY$200,000
WEILL CORNELL MEDICINE$200,000
NEWPORT HISTORICAL SOCIETY$85,000
PHILHARMONIC SYMPHONY SOCIETY OF NEW YORK$30,000
LYCEE FRANCAIS DE NEW YORK$21,000
NEWPORT COUNTRY CLUB PRESERVATION FOUNDATION$17,000
CENTAL PARK CONSERVANCY$10,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY19–21, $213k) land where the poverty rate runs at 17%, against an area that typically sits at 11%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 11%LENOX HILL NEIGHBORHOOD HOUSE: $55k → 17%LENOX HILL NEIGHBORHOOD HOUSE: $55k → 17%LENOX HILL NEIGHBORHOOD HOUSE: $53k → 17%LENOX HILL NEIGHBORHOOD HOUSE: $50k → 17%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
04

Where the work is directed

The same grants placed two ways: where each recipient sits, and where its stated purpose sends the money.

About 12% of George and Wendy David Fund’s grant dollars are earmarked for a different county than the recipient’s own address.

George and Wendy David Fundlessmore of its giving
Placed by recipient address · 3.0% directed abroad (not shown)
How this is measured
Recipient view: each grant at its grantee’s ZIP, mapped to a county. Directed view: each grant at the county its stated purpose names, falling back to the recipient’s county when the purpose names no place; US grants only. A county shows only if it carries the top 95% of that view’s dollars. Purposes are read from the funder’s own 990 grant descriptions.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

96%of every dollar goes to organizations it has funded before.
$7.1M · 19 repeat orgs$275k to everyone else

Grantees it renews have grown median revenue +26% since the first grant, against +15% for those funded once.

19 repeat relationships: 7 still active in FY2024, 12 since wound down; 1 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

19
5

Total granted

$7.1M
$245k

Median revenue growth · since first grant

+26%
+15%

Still filing today

74%
60%

New vs renewed · share of each year

In FY2024, 98% of grant dollars renewed an existing relationship; $30k went to new ones.

50%100%’19’20’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’19’20’21’22’23’24
Arts & CultureHealthEducationScience & TechHuman ServicesRecreation & SportsOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • WH
    WOODS HOLE OCEANOGRAPHIC INSTITUTION
    4× · 2021–2024 · $4.0M · revenue +17%
  • LF
    LYCEE FRANCAIS DE NEW YORK
    5× · 2019–2024 · $365k · revenue +26%
  • NY
    New York University
    4× · 2020–2024 · $290k · revenue +45%

Funded once

  • UO
    UNIVERSITY OF VIRGINIA DARDEN SCHOOL OF BUSINES
    one grant, 2020 · $100k
  • CM
    CHILD MIND INSTITUTE INCgraduated
    one grant, 2021 · $100k · revenue +119%
  • NH
    Newport Hospital Foundation
    one grant, 2021 · $25k · revenue -2%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Institute for Advanced Study - Louis Bamberger & Mrs Felix Fuld Foundation

The institute for advanced study (the institute) is one of the world's leading centers for theoretical research and intellectual inquiry. see schedule o.

Science & Tech
2
University of New Haven

The University of New Haven is a student-centered comprehensive university with an emphasis on excellence in liberal arts and professional education. Our mission is to prepare our students to lead purposeful and fulfilling lives in a…

Education
3
New York Botanical Garden

The new york botanical garden is a museum of plants and a scientific research center devoted to the study of plants and their uses. it is the garden's mission to improve public understanding of the natural world, horticulture, and the…

Environment
4
The Pierpont Morgan Library

The Morgan Library & Museum celebrates and shares the history and process of human creativity from antiquity to the present day through the preservation, study, and interpretation of a dynamic and growing collection.

Education
5
United States Naval Institute

Provide an independent forum for those who dare to read, think, speak, and write to advance the professional, literary, and scientific understanding of sea power and other issues critical to global security.

—
6
The Trustees of Princeton University

Research, education and general - princeton university is a private not-for-profit, non-sectarian institution of higher learning with approximately 5,700 undergraduate and 3,300 graduate students. 2,500 students graduated in the 2024-2025…

Education
7
New York Genome Center Inc

Operate a state-of-the-art, world-class genomic research center that creates and uses advanced genomics to understand the genetic basis of disease. for more information, see schedule o.

Health
8
Northeast College of Health Sciences

Northeast college of health sciences (the college) is committed to academic excellence, leadership, and professional best practices in the health sciences.

Education
9
Boston Architectural College

The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.

—
10
Manhattanville University

To educate students to be ethical and socially responsible leaders in a global community.

Education
11
Neurology Associates of Stony Brook University Faculty Practice Corp

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
12
Rhode Island School of Design

The mission of rhode island school of design, through its college and museum,is to educate its students and the public in the creation and (see schedule o)appreciation of works of art and design, to discover and transmit knowledge and to…

Education
How this is measured
The grantee most central to the portfolio’s shape is The Preservation Society of Newport County; the most unlike its peers is Wildlife Conservation Society. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
05the grantee network

21 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 21 of the 27 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
2
Early backer (in before they grew)
20/21
Grantees still filing
17/21
Grew since first funded

Where the money sits, by cause and then by grantee

WOODS HOLE OCEANOGRAPHIC INSTITUTION: $4,010,000 · Science & TechWOODS HOLE OCEANOGRAPHIC INSTITUTIONTHE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK: $1,750,000 · EducationTHE TRUSTEES OF COLUMBIA UNIVE…LYCEE FRANCAIS DE NEW YORK: $365,200 · EducationLYCEE FRANCAIS DE NEW YORKNew York University: $290,000 · EducationNew York University+1 more: $79,373 · EducationWEILL CORNELL MEDICINE: $800,000 · OtherWEILL CORNELL MEDICINENYU LAGONE MEDICAL CENTER: $690,000 · OtherNYU LAGONE MEDICAL CENT…UNIVERSITY OF VIRGINIA DARDEN SCHOOL OF BUSINES: $100,000 · OtherUNIVERSITY OF VIRGINIA …ST ANDREWS AMERICAN FOUNDATION: $95,000 · Other+6 more: $183,000 · Other+6 moreNEWPORT HISTORICAL SOCIETY: $140,000 · Arts & CultureAmerican Museum of Natural History: $100,000 · Arts & CultureTHE PRESERVATION SOCIETY OF NEWPORT COUNTY: $63,130 · Arts & CultureTHE PHILHARMONIC SYMPHONY SOCIETY OF NY INC: $30,000 · Arts & CultureNEWPORT COUNTRY CLUB PRESERVATION FOUNDATION TRUST: $27,000 · Arts & Culture+1 more: $10,000 · Arts & CultureLENOX HILL NEIGHBORHOOD HOUSE INC: $213,000 · Human ServicesCHILD MIND INSTITUTE INC: $100,000 · HealthNewport Hospital Foundation: $25,000 · HealthFORE BATTEN FOUNDATION: $18,400 · HealthSAIL TO PREVAIL: $15,000 · HealthCENTRAL PARK CONSERVANCY INC: $65,000 · Recreation & Sports
Science & Tech$4,010,000Education$2,484,573Other$1,868,000Arts & Culture$370,130Human Services$213,000Health$158,400Recreation & Sports$65,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetWOODS HOLE OCEANOGRAPHIC INSTITUTION: $4,010,000 over 4y, 0.3% of budgetTHE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK: $1,750,000 over 3y, 0.0% of budgetLYCEE FRANCAIS DE NEW YORK: $365,200 over 5y, 0.2% of budgetNew York University: $290,000 over 4y, 0.0% of budgetLENOX HILL NEIGHBORHOOD HOUSE INC: $213,000 over 3y, 0.5% of budgetNEWPORT HISTORICAL SOCIETY: $140,000 over 3y, 2.9% of budgetCHILD MIND INSTITUTE INC: $100,000 over 1y, 0.3% of budgetAmerican Museum of Natural History: $100,000 over 4y, 0.0% of budgetUNIVERSITY OF ST ANDREWS AMERICAN FOUNDATION INC: $79,373 over 2y, 4.0% of budgetCENTRAL PARK CONSERVANCY INC: $65,000 over 5y, 0.0% of budgetTHE PRESERVATION SOCIETY OF NEWPORT COUNTY: $63,130 over 5y, 0.1% of budgetTHE AMERICAN AGORA FOUNDATION INC: $50,000 over 2y, 0.9% of budgetWildlife Conservation Society: $50,000 over 5y, 0.0% of budgetTHE DOE FUND INC: $35,000 over 2y, 0.0% of budgetTHE PHILHARMONIC SYMPHONY SOCIETY OF NY INC: $30,000 over 1y, 0.0% of budgetNEWPORT COUNTRY CLUB PRESERVATION FOUNDATION TRUST: $27,000 over 2y, 4.1% of budgetNewport Hospital Foundation: $25,000 over 1y, 0.2% of budgetTHE RHODE ISLAND COMMUNITY FOUNDATION: $20,000 over 1y, 0.0% of budgetFORE BATTEN FOUNDATION: $18,400 over 2y, 1.1% of budgetSAIL TO PREVAIL: $15,000 over 3y, 0.8% of budgetTHE LITTLE ORCHESTRA SOCIETYORPHEON INC: $10,000 over 1y, 1.2% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Gs Donor Advised Phil…Frederick Henry Princ…Vanguard Charitable E…National Philanthropi…Morgan Stanley Global…Renaissance Charitabl…The Bank of America C…Donor Advised Charita…Fidelity Investments …Amazonsmile Foundation
Gs Donor Advised Philanthropy Fund for Wealth Management IncNY14.6× affinity6 shared granteesties to 9 of 9Hover any node to trace its alignments.Compare side by side →

Open a dossier: Gs Donor Advised Philanthropy Fund for Wealth Management Inc · Frederick Henry Prince Testamentary Trust · Vanguard Charitable Endowment Program · National Philanthropic Trust · Morgan Stanley Global Impact Funding Trust Inc · Renaissance Charitable Foundation Inc · The Bank of America Charitable Foundation Inc · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization George and Wendy David Fund funds: left to right is the share of its income from government, bottom to top the share from George and Wendy David Fund. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's share of their income ↑0%19%38%56%75%share of the org’s income from government →median 63%
  • Woods Hole Oceanographic Institution: 63% of income from government
no gov moneyreceives it· size = income
0get no government money at all
2report government grants on their 990 we could not trace to a source (not plotted)
1rely on government for over half their income
⤢ axis zoomed · 0–75%
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.
05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to George and Wendy David Fund?

Find your warmest path to George and Wendy David Fund through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 27 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on George and Wendy David’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home